Wealth Manager_Leading Bank (Delhi)

Wealth Manager_Leading Bank (Delhi)

18 Sep
|
V-Konnect
|
Delhi

18 Sep

V-Konnect

Delhi

Key Responsibilities:

- Manage and grow HNI banking & investment relationships.

- Drive CASA, Investments, Retail Assets, Forex, Cards & Business Banking.

- Acquire recent clients and deepen existing relationships.

- Provide financial planning & investment advisory to HNI clients.

- Cross-sell Mutual Funds, Insurance & Investment products.

- Ensure excellent customer service, portfolio management & process compliance.

Preferred Profile:

Candidates with experience in HNI/Affluent Banking, Wealth Management or Relationship Management with strong sales and client-handling skills.

📌 Wealth Manager_Leading Bank (Delhi)
🏢 V-Konnect
📍 Delhi

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